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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Mondrian Global Equity Fund | - | - | ATD.TO, HMC, MMTOF, NSANY, SVNDY, TM | Buybacks, Corporate Governance, Currency, global, Japan, value | Mondrian maintains overweight positioning in Japan based on attractive valuations and corporate governance reforms. The firm has a 35-year track record of stock selection in Japan and sees continued value from improving shareholder returns, share buybacks, and unwinding of cross-shareholdings. | View | |
| 2025 Q2 | Aug 7, 2025 | Orbis International Equity | - | - | ASII.JK, D01.SI, H78.SI, HMC, J36.SI, SBUX, SE, TM | Asia, Conglomerates, consumption, E-Commerce, growth, value | Asian economies are transitioning from export-driven growth to domestic consumption-led models, creating opportunities in undervalued consumer-oriented businesses. This structural shift represents a multi-decade rebalancing that could drive a new virtuous cycle of local consumption and reinvestment. | SE J36.SI 8802 JP |
View |
| 2025 Q1 | Apr 10, 2025 | The Muhlenkamp Fund | - | - | BMW, HMC, TSLA | Deregulation, Government, inflation, Recession, tariffs, Trade Policy, value | President Trump has imposed numerous tariffs against various countries and industries with goals to encourage U.S. manufacturing investment, raise government revenue, and use tariffs as foreign policy leverage. The rapidly changing tariff policy has created business chaos and contributed to stock market volatility and weak sentiment surveys. | View | |
| 2024 Q4 | Dec 31, 2024 | Mondrian Global Equity Fund | - | - | BF-B, DGX.DE, DPW.DE, ENEL.MI, F, FDX, GM, HMC, MBG.DE, MRK, NEE, NESN.SW, PG, PWR, RI.PA, ROG.SW, SAN.PA, UL, UPS | Corporate Governance, Energy Transition, Europe, international, Japan, Utilities, valuation, value | US markets trade at historically high 60% premium to non-US markets, creating compelling value opportunities internationally. Japanese equities offer particularly attractive valuations with solid balance sheets and corporate governance improvements driving record buybacks. | View | |
| 2024 Q4 | Dec 31, 2024 | Mondrian International Equity Value Opportunities | - | - | BF-B, DG.PA, DPW.DE, ENEL.MI, F, FDX, GM, HMC, MBG.DE, MRK, NEE, NESN.SW, PG, PWR, RI.PA, ROG.SW, SNY, SPIE.PA, UL, UPS | Currency, Energy Transition, international, Japan, Utilities, value | US markets trade at historically high 60% premium to non-US markets, creating compelling value opportunities internationally. Valuation discrepancies exist across sectors where fundamentally similar companies trade at significant multiples differences based solely on listing location. | View | |
| 2025 Q3 | Oct 8, 2025 | Orbis International Equity | - | - | ASII.JK, D01.SI, H78.SI, HMC, J36.SI, SBUX, SE, TM | Asia, Conglomerates, consumer, Hong Kong, Indonesia, value | Asian economies are transitioning from export-driven growth to domestic consumption-led models, creating opportunities in undervalued consumer-oriented businesses. This structural shift represents a multi-decade rebalancing that could drive a new virtuous cycle of local consumption and reinvestment. | SE ASII IJ JAR LN |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||